Baxter Bros Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

Baxter Bros Inc’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$405K	Sell	2,135 -40	-2%	-$7.74K	0.05%	123
2025 Q4	$394K	Hold	2,175	–	–	0.05%	122
2025 Q3	$385K	Hold	2,175	–	–	0.04%	126
2025 Q2	$343K	Sell	2,175 -175	-7%	-$26.1K	0.04%	125
2025 Q1	$355K	Sell	2,350 -25	-1%	-$4.04K	0.05%	123
2024 Q4	$390K	Hold	2,375	–	–	0.05%	116
2024 Q3	$396K	Hold	2,375	–	–	0.05%	123
2024 Q2	$362K	Hold	2,375	–	–	0.05%	125
2024 Q1	$377K	Sell	2,375 -25	-1%	-$3.79K	0.05%	124
2023 Q4	$373K	Buy	2,400 +15	+0.6%	+$2.08K	0.05%	118
2023 Q3	$323K	Buy	+2,385	New	+$342K	0.05%	121

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Baxter Bros Inc's IWN Position: Q1 2026 in Review

Baxter Bros Inc reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.8% in Q1 2026, selling an estimated $7.74K and leaving 2,135 shares worth $405K. The position accounts for 0.05% of the portfolio, ranked #123.

Baxter Bros Inc first reported a position in IWN in Q3 2023 and has held it in 11 quarters since. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

Baxter Bros Inc held 2,135 shares of iShares Russell 2000 Value ETF worth $405K as of Q1 2026.
Baxter Bros Inc sold 40 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $7.74K.
iShares Russell 2000 Value ETF made up 0.05% of Baxter Bros Inc's portfolio in Q1 2026, its #123 holding.
Baxter Bros Inc first reported a position in iShares Russell 2000 Value ETF in Q3 2023 and has held it in 11 quarters since.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

Based on Baxter Bros Inc's 13F filing for Q1 2026, filed 28 Apr 2026.